Mini-Course · Self-paced
$199 to learn what the audit already paid for.
Five on-demand modules and the AI tools library behind every Plumbline engagement — the lessons, frames, and patterns that earned the Readiness Audit its $499 fixed fee, packaged for self-serve learners who want the playbook without the diagnostic.
Checkout is finalising — for now, email us to start.
One-time $199 fixed fee. Lifetime access, including future refreshes.
- Format
- On-demand, self-paced
- Modules
- 5 + AI tools library
- Includes
- Future refreshes forever
What you get
Five modules, the way we actually run the audit.
Each module closes with a written artifact — a frame, a ranked list, a sequencing strip — that you can hand to a board, a banker, or your next operator.
How the diagnostic actually works
The same two-week fixed-fee audit, compressed into a self-paced walkthrough — what we ask in intake, what we read in the toolchain review, and how we rank the next step.
Toolchain & data scan, frame by frame
The framework we use to read a stack, score the integrations that matter, and decide what is worth rebuilding versus retiring.
Ranking opportunities by dollars or hours
Why the ROI order on a real audit is not what the team estimated, and how we get to a defensible next step the operator actually picks up.
The custom-built-agent playbook
What "custom-built, by default" means in practice — when code in your accounts wins, when an off-the-shelf workflow is the right call, and how to keep it portable.
Sequencing the 90-day roadmap
How the audit splits into four stages, why the chosen order is the order, and what the partner handoff to Managed Agents picks up next month.
AI tools library
The five tools we reach for — and when.
The course ships with the same short list a Plumbline engagement uses to decide between custom-built agents and off-the-shelf platforms. Default is custom; the list below is the surface area we consider first.
- The default. Code in your accounts, owned by you, portable across vendors.
- The general-purpose orchestrator we reach for when the workload is a wiring problem.
- The workforce platform we use when the agent is a structured multi-step process run by ops.
- The lightweight personal-assistant frame for one-operator workflows and inbox triage.
- The integrations tier for teams that already live in Make and need new glue, not a new platform.
When you want more than the course
Two ways to take the next step.
The Mini-Course is the playbook. The two products below are the working sessions — one a fixed-fee diagnostic in your stack, one the operating layer that keeps the resulting agents on bearing.
The engagement. Two-week fixed-fee diagnostic, ranked roadmap, first build slot.
- Same playbook the course teaches — applied to your stack.
- Ranked high-ROI opportunities, sized by dollars or hours.
- First custom-built agent booked within thirty days.
- Owned by you, in your accounts, portable across vendors.
The operating layer. Monthly monitored agents, refreshed prompts, a standing intake queue for new integrations.
- Live agents monitored, prompts refreshed as your stack changes.
- Standing intake queue — up to two new integrations a month.
- Monthly steering review with the partner.
- No new engagement every quarter.
One-time $199
Buy the playbook. Run the audit when the dollar is right.
A self-paced reference for the same diagnostic a Plumbline engagement runs in your stack — useful on its own, sharper when paired with the audit.
Checkout is finalising — for now, email us to start.